SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$371K
3
+$272K
4
CHKP icon
Check Point Software Technologies
CHKP
+$184K
5
SNOW icon
Snowflake
SNOW
+$182K

Top Sells

1
+$8.79M
2
+$6M
3
+$3.71M
4
ADBE icon
Adobe
ADBE
+$750K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$378K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.74%
3 Financials 3.46%
4 Communication Services 2.94%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$157K 0.04%
11,898
+3,730
152
$152K 0.04%
1,802
-215
153
$151K 0.04%
878
154
$150K 0.04%
824
+17
155
$143K 0.03%
3,865
+140
156
$143K 0.03%
1,553
157
$141K 0.03%
408
-248
158
$140K 0.03%
1,750
+46
159
$137K 0.03%
1,013
-3
160
$137K 0.03%
18,889
-6,248
161
$135K 0.03%
1,208
162
$134K 0.03%
10,795
163
$133K 0.03%
837
164
$133K 0.03%
796
165
$130K 0.03%
707
166
$129K 0.03%
814
167
$128K 0.03%
+2,064
168
$126K 0.03%
881
169
$125K 0.03%
447
-96
170
$125K 0.03%
108
171
$124K 0.03%
1,031
-592
172
$123K 0.03%
6,556
173
$123K 0.03%
410
174
$123K 0.03%
1,535
175
$123K 0.03%
698
-1
5 6
7
8 9